Trefethen Advisors is unique in its ability to maximize value for its clients by providing strategy-led, consultative investment banking services in situations requiring specialized industry, analytical, and/or structuring expertise. We offer a full range of financial and strategic advisory services (e.g., M&A; Corporate Finance; ESOP; Financial Restructuring), and skilled transaction execution capabilities.
Trefethen Advisors is led by a senior team of professionals that devote their time and attention to understanding each client's needs and the business specific issues to ensure the highest quality work and, most importantly, a successful and value-maximizing outcome. Since no two companies are identical, we approach each situation with an open mind as to where we can add the most value.
Trefethen advises companies and investors on all aspects of capital allocation, debt and equity raises, and structure, as well as capital markets activity. Creative sourcing of capital is central to Trefethen's work, and we have a strong track record of raising financing for our clients, across the entire capital structure, largely because of our ability to properly understand, position and market clients to the appropriate sub-set of our broad network of capital providers, with whom we have extensive relationships at the highest levels. We have successfully raised debt and equity capital from high net worth individuals, family offices, venture capital firms, commercial banks, hedge funds, business development companies, proprietary lending desks, private equity, endowments, insurance funds, pension funds and sovereign wealth funds.
The bankers of Trefethen Advisors acted as financial advisor to U.S. Geothermal on their equity raise
The bankers of Trefethen Advisors arranged acquisition financing for a hotel asset
The bankers of Trefethen Advisors acted as a financial advisor to Pacific Convenience and Fuels, LLC in the recapitalization of the company
The bankers of Trefethen Advisors acted as financial advisor to Jerry's and placed the financing to facilitate a transaction
The bankers of Trefethen Advisors acted as financial advisor to Global Capacity on arranging their equity raise
The bankers of Trefethen Advisors acted as financial advisor to Zolon Corp on their equity raise
The bankers of Trefethen Advisors acted as financial advisor to Hy-Drive on their equity raise
The bankers of Trefethen Advisors acted as financial advisor to Unitek in the refinance of their debt facility
The bankers of Trefethen Advisors acted as financial advisor to Unitek in raising them bridge financing
The bankers of Trefethen Advisors acted as financial advisor to Heelys on a insider block trade
The bankers of Trefethen Advisors acted as financial advisor to New Generation biofuels on their equity raise
The bankers of Trefethen Advisors acted as financial advisor to Raser Technologies on their equity raise
The bankers of Trefethen Advisors acted as financial advisor to Cornova on their equity raise
The bankers of Trefethen Advisors acted as financial advisor to Kinney and issued a fairness opinion in connection with the ESOP transaction
The bankers of Trefethen Advisors acted as financial advisor to Newcardio on their equity raise
The bankers of Trefethen Advisors acted as exclusive financial advisor to Whitewater Holdings, LLC in the sale-leaseback of real property assets and the procurement of debt financing
The bankers of Trefethen Advisors acted as financial advisor to OWLink on capital structure
The bankers of Trefethen Advisors acted as financial advisor to Globus Group on arranging their senior debt financing
The bankers of Trefethen Advisors acted as financial advisor to Composite Technologies on their convertible equity raise
The bankers of Trefethen Advisors acted as financial advisor to Global Capacity on their DIP financing
The bankers of Trefethen Advisors acted as financial advisor to Composite Technologies on an equity raise
The bankers of Trefethen Advisors acted as financial advisor to Intermedia Group on arranging their senior debt financing
The bankers of Trefethen Advisors acted as a financial advisor to Circle K Stores Inc. in the sale and lease-back of retail assets to individual investors
The bankers of Trefethen Advisors acted as exclusive financial advisor to Road Ranger, LLC in the sale-leaseback of real property assets
The bankers of Trefethen Advisors advised New West Petroleum in the restructuring of the company's senior debt obligations